Wise Counsel. Clear Strategies.

Our Independence. Your Advantage.

Online with Guidance.

Integrity. Values. Legacy.

You have a vision for your life. We serve as advocates for you, aligning your vision with your values and your life plan. We meet you where you are with wise counsel and clear strategies. Leading with governance for building and preserving wealth, we deploy creativity, an innovative approach and independent advice to create your legacy, built to last.

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You have a vision for your life. Olson Wealth Group provides guidance for you to realize that vision. For over 30 years, we have lead with wise counsel and clear strategy. We meet you where you are with a values-based, multi-generational approach to preserving and growing your wealth.

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What's Trending?

According to the Department of Justice, an estimated 17.6 million people, or 7% of all U.S. residents age 16 or older, were victims of one or more incidents of identity theft in 2014 (latest available). What’s more, about 7% of identity theft victims experienced out-of-pocket losses of $100 or more. Here are some steps to help you prevent significant loss.

We recently had a discussion with a client about their loved family members, their dogs. They are married with no children and love their pets as much as they would as children. They have also served as foster parents to several dogs over the years. Part of their estate plan was to provide their pets with consistent care and security beyond their lives. Just like a lamp is a piece of personal property, pets are considered personal property under state law. You can’t leave property to property. So how can you ensure that your pet is taken care of if you are disabled or die?

The lessons you learned early form your “Money Imprint”; your hardwired operating system that determines if you stumble or strut in your money life. Ask yourself these questions to understand how your beginnings shape your future.